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Account
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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
| FL | RA | APPROVED | 2025-10-17 |
| NE | RA | APPROVED | 2025-10-17 |
Branch Locations
750 B Street, Suite 1610, San Diego, CA 92101 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Advisory, Llc | San Francisco | CA | 08/2014 | 10/2024 |
| Avior Wealth Management | Omaha | NE | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-18 |
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